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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,179 | $42,917+152.1% | $60,899+77.6% | $68,495+57.9% |
| Participation rate | 53.2% | 66.8%-13.6pp | 73.1%-19.9pp | 67.9%-14.7pp |
| Annual return | -11.43% | -13.99%+2.6pp | 16.92%-28.3pp | -7.84%-3.6pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,455 | $2,867+90.3% | $3,817+42.9% | $4,028+35.4% |
| Admin fee / account holder | $4,319 | $3,102+39.2% | $3,225+33.9% | $5,403-20.1% |